Heather A. Banks, Financial Planner at Willow Tree Wealth Planning

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Hendersonville, NC
Heather A. Banks, Financial Planner at Willow Tree Wealth Planning

As a Financial Planner, I specialize in financial planning services for a fee. The availability of other products varies by carrier and state. EEO IS THE LAW.

Licensed to sell Health insurance in the following state(s): AK, CA, FL, MT, NC, TN, TX, VA
Licensed to sell Life insurance in the following state(s): AK, CA, FL, IA, KY, MD, MT, NC, OR, SC, TN, TX, VA

CA Insurance License #4159721

"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential I

nsurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and each is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

07/09/2026

This month I'm celebrating 10 years with Prudential Advisors! 🎉🎉🎉

05/23/2026

05/09/2026

We had the most amazing time supporting the WPO's Entrepreneurial Excellence Forum in Hollywood FL the past few days! Love what we do and who we get to do it for!

05/07/2026

Excited to support amazing women entrepreneurs at the WPO conference in beautiful Ft. Lauderdale!

03/31/2026

Enjoying the sunshine and expanding my expertise in Miami!

Address

1303 7th Avenue E, Suite A
Hendersonville, NC
28792

Telephone

+18283388633

Website

http://www.willowtreewealthplanning.com/

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